The California Education Partners at 1 Lombard ST STE 305, San Francisco, Ca 94111 lists Philip Halperin and Melinda Leung of San Francisco, CA as associates.
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Philip Halperin
Individual Agent
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1 LOMBARD ST STE 305, SAN FRANCISCO, CA 94111
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Philip Halperin
CEO
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1 LOMBARD ST STE 305, SAN FRANCISCO, CA 94111
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Melinda Leung
Chief Financial Officer
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1 LOMBARD ST STE 305, SAN FRANCISCO, CA 94111
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Laura Schwalm
Secretary
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1 LOMBARD ST STE 305, SAN FRANCISCO, CA 94111
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1 LOMBARD ST STE 305, SAN FRANCISCO, CA 94111
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTHE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY31 / 32 Assets BOY/EOY$3,061,443 / $2,863,878 | 2022 | THE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN - Plan #001 | 31 / 32 | $3,061,443 / $2,863,878 |
| 2021 | Plan NameTHE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY30 / 31 Assets BOY/EOY$2,261,704 / $3,061,443 | 2021 | THE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN - Plan #001 | 30 / 31 | $2,261,704 / $3,061,443 |
| 2020 | Plan NameTHE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$1,573,085 / $2,261,704 | 2020 | THE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN - Plan #001 | 28 / 30 | $1,573,085 / $2,261,704 |
| 2019 | Plan NameTHE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY24 / 28 Assets BOY/EOY$1,097,478 / $1,573,085 | 2019 | THE CALIFORNIA EDUCATION PARTNERS 401(K) PLAN - Plan #001 | 24 / 28 | $1,097,478 / $1,573,085 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps21 Contributions$5,245,200 Revenue$6,018,107 Expenses$6,611,979 Assets EOY$15,439,963 Liabilities$1,034,062 | 2022 | 21 | $5,245,200 | $6,018,107 | $6,611,979 | $15,439,963 | $1,034,062 |
| 2021 | # of Emps21 Contributions$6,206,691 Revenue$6,217,445 Expenses$6,656,052 Assets EOY$15,333,708 Liabilities$333,935 | 2021 | 21 | $6,206,691 | $6,217,445 | $6,656,052 | $15,333,708 | $333,935 |
| 2020 | # of Emps22 Contributions$3,735,926 Revenue$3,815,957 Expenses$6,406,508 Assets EOY$15,649,827 Liabilities$211,447 | 2020 | 22 | $3,735,926 | $3,815,957 | $6,406,508 | $15,649,827 | $211,447 |
| 2019 | # of Emps26 Contributions$3,103,673 Revenue$3,143,659 Expenses$6,334,357 Assets EOY$18,242,221 Liabilities$213,290 | 2019 | 26 | $3,103,673 | $3,143,659 | $6,334,357 | $18,242,221 | $213,290 |
| 2018 | # of Emps24 Contributions$15,429,641 Revenue$15,469,523 Expenses$6,026,568 Assets EOY$21,569,292 Liabilities$349,663 | 2018 | 24 | $15,429,641 | $15,469,523 | $6,026,568 | $21,569,292 | $349,663 |
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